+24.9%
NOW vs ACHR
-43.7%
+68.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.8% |
| 7D | -2.4% | -0.7% | -1.7% | -2.3% |
| 30D | +20.5% | +9.8% | +10.7% | +18.5% |
| 3M | +18.3% | -10.5% | +28.8% | +19.0% |
| 6M | +24.1% | -15.5% | +39.6% | +25.4% |
| YTD | -7.8% | -24.1% | +16.3% | -6.0% |
| 1Y | -21.4% | -32.4% | +11.0% | -19.5% |
| 3Y | +19.5% | -11.6% | +31.1% | +6.2% |
| 5Y | +4.1% | -42.9% | +47.0% | -16.9% |
| All | +24.9% | -43.7% | +68.7% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ACHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling